GLOBALT Investments LLC / GA: IWD position timeline

GLOBALT Investments LLC / GA held 1,715,696 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,715,696 shares

   Change vs previous 13F -33,408 shares

   14.03% of the 13F portfolio, value $415,936,258.

   13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,749,104 shares

   Change vs previous 13F +62,425 shares

   13.33% of the 13F portfolio, value $373,731,119.

   13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,686,679 shares

   Change vs previous 13F -16,615 shares

   12.95% of the 13F portfolio, value $354,776,127.

   13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,703,294 shares

   Change vs previous 13F -28,893 shares

   12.66% of the 13F portfolio, value $346,773,550.

   13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,732,187 shares

   Change vs previous 13F -51,866 shares

   12.89% of the 13F portfolio, value $336,442,734.

   13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,784,053 shares

   Change vs previous 13F -46,540 shares

   13.72% of the 13F portfolio, value $335,687,463.

   13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,830,593 shares

   Change vs previous 13F -52,771 shares

   12.97% of the 13F portfolio, value $338,897,613.

   13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,883,364 shares

   Change vs previous 13F not available

   13.39% of the 13F portfolio, value $357,462,453.

   13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).